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About the Role
The Wealth Advisory Client Coverage role is a senior leadership position within the Eagle Strategies Wealth Advisory Group, serving as the lead relationship quarterback for advisors and their clients with $5 million or more in investable assets. This role directs and coordinates the client coverage team to ensure a seamless and integrated wealth management experience.
Responsibilities
- Serve as the primary relationship quarterback for advisors and clients, leading all client solutioning efforts.
- Spearhead and direct the full coverage team supporting the advisor and client, including client relations and client implementation.
- Develop, manage, and maintain overall advisor and client relationships, ensuring a coordinated and consistent experience.
- Oversee the design and delivery of customized wealth and investment management strategies.
- Partner closely with the Head of Wealth Advisory, Wealth Advisory Investment Strategy, and OCIO portfolio strategists for seamless integration of investment solutions.
- Lead business development efforts to deepen advisor relationships and expand multi-product solutioning.
- Act as the senior escalation point for complex client and advisor needs, ensuring timely resolution.
- Champion a strategic perspective to ensure client coverage aligns with the firm's Wealth Advisory value proposition.
- Provide mentorship and team leadership to client coverage and service specialists.
- Collaborate with internal product, research, and compliance teams to ensure client solutions adhere to standards.
Requirements
- Bachelor's degree from an accredited university in Finance, Economics, Business Administration, or a related field.
- Professional designations such as CFP, CIMA, or CPWA.
- 12 or more years of experience in wealth management, private banking, or family office, with a demonstrated track record of leading client coverage responsibilities.
- Securities Industry Essentials (SIE), Series 7, and Series 66 required, or ability to obtain within 90 days.
- Proven experience serving as a lead relationship quarterback for clients with investable assets of $5M+.
- Deep knowledge of wealth and risk solutions, including investment strategy, tax, and intergenerational wealth transfer.
- Exceptional written and verbal communication skills.
- Demonstrated ability to lead and coordinate a multi-functional client coverage team.
- Resourceful, detail-oriented, and capable of managing multiple priorities.
- Highly professional and discreet, with demonstrated ability to exercise sound judgment and handle sensitive information with confidentiality.
- FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting required.
Skills
- Client relationship management
- Solutions strategy
- Team leadership
- Investment strategy
- Tax strategy
- Risk protection
- Intergenerational wealth transfer
- Written communication
- Verbal communication
- Business development
Location
- Hybrid
Work Type
- Hybrid - 3 days per week
- Full-time
Experience Level
- Senior leadership
- 12+ years
Education Level
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Advanced degree (MBA or equivalent) strongly preferred
- CFP, CIMA, or CPWA designations required
Salary/Compensations
- $160,000-$228,500
Benefits
- Full package of benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
About the Company
- The Eagle Strategies Wealth Advisory Group is a newly formed practice within Wealth Management at New York Life, designed to serve sophisticated clients.
- This team delivers an integrated wealth management experience spanning tax strategy, risk protection, philanthropy, and intergenerational wealth transfer solutions.
- New York Life is recognized as one of Fortune’s World’s Most Admired Companies.
- New York Life is committed to improving local communities through employee giving and volunteerism.
- New York Life operates in the best interests of its policy owners due to its mutuality.
Equal Opportunity
- At New York Life, fostering an inclusive workplace is fundamental.
- Commitment to creating an environment where individuals can contribute their best and succeed together.
- Embracing a broad range of perspectives and experiences to achieve greater success.